A custodial agreement empowers a professional third party to manage benefit accounts, holding assets for the owner. Discover how it simplifies retirement and health plan administration.

A custodial account is a popular way for parents and guardians to invest for their children’s future. Accounts are easy to set up and manage, and the adult custodian can choose from a wide range of ...

Whether you’re an Investment Advisor Representative at an RIA firm or an Individual RIA, you should be familiar with the top RIA custodians. As of this writing, the “big four” RIA custodians (in no ...

Ayco may focus on larger RIAs that can work with executives, while BNY Pershing may fit smaller firms, according to industry ...

Julie Miller chats with James Ortiz, head custodian at West Junior High School, during a recent physical education class she was supervising. This is Ortiz’s first year as head custodian. James Ortiz, ...